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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$3K
ME
252
McIlrath & Eck
Washington
$3K
WOC
253
West Oak Capital
California
$3K
WFMPM
254
Woodley Farra Manion Portfolio Management
Indiana
$3K
MAM
255
Meeder Asset Management
Ohio
$3K +$1.77K +195 +156%
OPS
256
Orion Portfolio Solutions
Nebraska
$3K +$1.77K +195 +182%
CFB
257
Cullen/Frost Bankers
Texas
$3K +$2.39K +263 New
CFD
258
Creative Financial Designs
Indiana
$3K +$2.68K +295 New
AW
259
Avion Wealth
Texas
$2K
BFC
260
Bedel Financial Consulting
Indiana
$2K
BAM
261
Bellevue Asset Management
Washington
$2K
Credit Agricole
262
Credit Agricole
France
$2K
EARNEST Partners
263
EARNEST Partners
Georgia
$2K
JCM
264
Jacobi Capital Management
Pennsylvania
$2K
SIS
265
Sound Income Strategies
Florida
$2K
CFFP
266
Center for Financial Planning
Michigan
$1K
HIA
267
Harbor Investment Advisory
Maryland
$1K
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1K
SFG
270
Sowa Financial Group
Rhode Island
$1K
TFO
271
Tarbox Family Office
California
$1K
TCOV
272
Trust Company of Vermont
Vermont
$1K
VFA
273
Valeo Financial Advisors
Indiana
$1K
GT
274
Glenmede Trust
Pennsylvania
$1K +$9 +1 +0.8%
LC
275
Lindbrook Capital
California
$1K +$1.1K +121 New